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Principal Securities’s Salesforce CRM Stock Holding History

Principal Securities’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.45M Sell
39,907
-1,643
-4% -$340K 0.11% 173
2025
Q4 		$11M Buy
41,550
+4,858
+13% +$1.21M 0.17% 112
2025
Q3 		$8.7M Buy
36,692
+43
+0.1% +$10.8K 0.14% 133
2025
Q2 		$9.99M Buy
36,649
+3,976
+12% +$1.06M 0.19% 104
2025
Q1 		$10.9M Hold
32,673
– – 0.24% 79
2024
Q4 		$10.9M Buy
32,673
+5,262
+19% +$1.68M 0.25% 78
2024
Q3 		$7.5M Sell
27,411
-8,337
-23% -$2.14M 0.18% 102
2024
Q2 		$9.19M Buy
35,748
+13,831
+63% +$3.7M 0.25% 75
2024
Q1 		$6.6M Buy
21,917
+9,787
+81% +$2.82M 0.21% 95
2023
Q4 		$3.19M Buy
+12,130
New +$2.75M 0.12% 172

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Principal Securities's CRM Position: Q1 2026 in Review

Principal Securities reduced its Salesforce (CRM) stake by 4% in Q1 2026, selling an estimated $340K and leaving 39,907 shares worth $7.45M. The position accounts for 0.11% of the portfolio, ranked #173.

Principal Securities first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $11M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Principal Securities held 39,907 shares of Salesforce worth $7.45M as of Q1 2026.
  • Principal Securities sold 1,643 Salesforce shares in Q1 2026, an estimated $340K.
  • Salesforce made up 0.11% of Principal Securities's portfolio in Q1 2026, its #173 holding.
  • Principal Securities first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Salesforce position peaked at $11M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.